Retirement

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

Financial wellness needs to be an integral part of a broader benefit programs and a top priority for companies today.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

More than one third of the respondents (37%) save for emergency purposes, while 30% save to secure their retirement. See the reason that tops the list.

Unlike a traditional defined benefit plan, these retirement vehicles place more of the volatility on the shoulders of the account holders.